Cooley & Lowe Wealth Management
About
Cooley & Lowe Wealth Management is a woman-owned financial services firm in New Hartford, a town just southwest of Utica in Oneida County. As a wealth management practice, it works with clients on planning, investing and protecting what they have built over the years.
Wealth management typically pairs investment advice with broader financial planning, and a local firm means working with someone in the same community, which can make advice feel more personal. The firm is a member of the Greater Utica Chamber of Commerce.
What to Know
- It is a woman-owned wealth management firm in New Hartford, Oneida County.
- The firm offers financial services to individuals and families in the Utica area.
- It is a member of the Greater Utica Chamber of Commerce.
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